XRPI and XRPR ETFs Rally as XRP-USD Rebounds — $756M Inflows Signal Institutional Confidence

XRP ETFs Surge as Institutional Capital Pours into XRPI and XRPR Amid Record Inflows and Volatility in Ripple-Linked Assets

The XRP exchange-traded fund ecosystem continues to expand rapidly across U.S. markets, with both XRPI (NASDAQ:XRPI) and XRPR (BATS:XRPR) drawing record investor attention. As of December 2, 2025, the XRPI ETF closed at $12.69, climbing 8.18% on the day after a sharp rally from $11.73, with a trading range between $11.99 and $12.70 and an average daily volume of 599,130 shares. Meanwhile, XRPR ETF advanced 7.39% to $17.88, up $1.23 from its prior close of $16.65, within a session range of $16.95–$17.88. Together, the two funds represent the largest influx of institutional exposure to Ripple (XRP-USD) since the launch of spot crypto ETFs in mid-November. Both ETFs have mirrored the broader rally in XRP derivatives while absorbing high-volume rotations from Bitcoin and Ethereum ETF outflows.

XRPI ETF’s Expanding Footprint and Franklin Templeton’s $107M Liquidity Gap Signal Surging Institutional Demand

The most aggressive capital flow occurred within Franklin Templeton’s XRPZ ETF, which now holds 53.22 million XRP—valued at roughly $107.08 million—against a net asset value (NAV) of $78.67 million, revealing a 36% premium due to structural imbalances in creation and redemption processes. This mismatch highlights the rapid demand outpacing liquidity provisioning, a typical early-stage dynamic as market makers struggle to align share supply with XRP’s real-time market valuation. The NAV gap reflects intense institutional appetite for exposure to regulated XRP vehicles, underscoring that XRPI and XRPR’s early performance is fueled by capital rotation into compliant crypto ETFs. The combined inflows across XRP ETFs, including XRPI, XRPR, and XRPZ, reached $756.26 million by December 1, supported by over $89 million in new capital inflows during the latest trading session.

XRPR ETF Gains Momentum as Trading Volumes Rise and Arbitrage Dynamics Tighten Across BATS Exchange

The XRPR ETF—listed on the BATS exchange under REX Osprey’s management—has rapidly grown into one of the highest-performing crypto-linked ETFs in the U.S. The fund’s average volume of 4,690 shares may appear modest relative to its peers, but its consistent daily appreciation since its November debut indicates deepening institutional positioning. XRPR’s pricing, moving between $15.62 and $25.99 over the past year, now sits near its short-term resistance of $18.00, as arbitrage desks capitalize on spreads between XRP spot and fund share creation. Analysts tracking BATS market liquidity note that arbitrage inefficiencies have narrowed significantly since mid-November, a sign of maturing liquidity pipelines between custodial XRP reserves and ETF issuers.

Ripple (XRP-USD) Consolidates Near $2.05 as Derivatives Unwind and Spot ETF Demand Stabilizes Market Structure

Despite surging ETF inflows, Ripple’s native token (XRP-USD) remains volatile, recently trading at $2.05, down nearly 8% over the past week and slipping briefly below $2.00 on Monday. The decline reflects large-scale liquidations across major exchanges, with $5.5 million in open interest wiped and leverage exposure shrinking 8.04% to $3.82 billion, according to Coinglass. Long positions dominated prior rallies, with Binance and OKX top traders maintaining leverage ratios of 2.25–2.99, amplifying liquidation cascades as XRP failed to breach resistance at $2.20–$2.50. Yet despite the short-term weakness, ETF demand continues to absorb sell pressure, with 330 million XRP tokens absorbed by institutional funds over 11 consecutive inflow sessions.

XRP ETF Flows Surpass Bitcoin and Ethereum Counterparts, Cementing Ripple’s Institutional Role

Data from SoSoValue confirms that XRP ETFs now outpace both Bitcoin and Ethereum ETFs in net inflows. On December 1, XRP ETFs added $89.65 million, bringing cumulative inflows to $756 million—compared to just $8.48 million for Bitcoin and $79 million in Ethereum outflows. This performance marks eleven consecutive days of positive flows, an unprecedented streak since the launch of Canary Capital’s XRPC ETF in mid-November. XRPC alone has accumulated $350 million in net inflows, followed by Bitwise’s XRP ETF at $170 million, while Franklin Templeton’s XRPZ adds $107 million. Vanguard’s recent policy reversal—enabling its 50 million U.S. clients to trade XRP, Bitcoin, and Ethereum ETFs through its brokerage platform—introduces a structural wave of retail and institutional capital that could sustain demand into Q1 2026.

Technical Divergence and RSI Reversal Suggest Bullish Momentum Building for XRP-Linked ETFs

Technical indicators reveal a developing bullish divergence between XRP’s relative strength index (RSI) and its spot price after a 55-day correction from July’s $3.65 high. Analysts note the RSI has formed higher lows while price has printed lower lows, indicating waning bearish momentum. The TD Sequential indicator on weekly charts also flashes a buy signal, a historically reliable setup for 37% to 174% rallies within the XRP-USD pair. Should XRP close above $2.18 (20-day EMA) and break the $2.50 resistance, price targets near $3.00–$5.60 could emerge, with correlated upside potential in XRPI and XRPR ETFs as institutional rebalancing accelerates.

Industry Reactions: BlackRock and VanEck Diverge as Franklin Templeton and Canary Lead the XRP ETF Market

While Franklin Templeton and Canary Capital have embraced the XRP ETF market, BlackRock (NYSE:BLK) and VanEck remain on the sidelines. VanEck’s Head of Digital Assets Research, Matthew Sigel, publicly questioned XRP’s utility, citing skepticism around Ripple’s dominance in global payments infrastructure. Nonetheless, XRPI and XRPR have defied traditional asset manager caution, drawing inflows that surpass even early Bitcoin ETF launches in 2024. The divergence between conservative institutional abstention and high market demand underscores a changing dynamic: investors are willing to pay premiums of up to 36% above NAV for regulated XRP exposure.

Liquidity Imbalances and Structural Premiums Define XRP ETF Market Maturity Phase

The 36% NAV premium in XRPZ highlights the early friction between custody liquidity and ETF share creation. Authorized participants struggle to synchronize XRP acquisition with issuance, creating a structural premium as demand outpaces supply. This temporary inefficiency mirrors early Bitcoin ETF behavior post-launch, where creation/redemption delays produced 20–40% spreads. Analysts expect synchronization to normalize by mid-December as custodial infrastructure scales, particularly with Coinbase Custody, Bitwise, and Anchorage Digital expanding XRP settlement capabilities.

Macro Implications and Capital Rotation Outlook Heading Into 2026

The broader macro backdrop favors sustained ETF inflows as crypto transitions into regulated portfolio allocations. With over $10 billion in assets under management across new digital ETFs, XRP stands out as a preferred institutional hedge against dollar liquidity contraction. If XRP sustains levels above $2.00, cumulative inflows across XRPI and XRPR could exceed $1 billion by early 2026. The combination of 11 straight inflow days, bullish RSI divergence, and technical resistance re-tests near $2.50 implies growing structural confidence in Ripple-linked ETFs as credible yield-bearing instruments in digital asset markets.

Verdict: BUY (Strong Bullish Outlook on XRPI, XRPR, and XRP-USD)

The consistent inflow streak, expanding AUM, and technical stabilization across XRP-USD confirm a bullish bias. XRPI (NASDAQ:XRPI) and XRPR (BATS:XRPR) remain key vehicles for regulated exposure, offering investors entry into the XRP ecosystem with institutional-grade custody and compliance. With prices at $12.69 and $17.88, respectively, and market-wide inflows topping $756 million, both funds are positioned to benefit from expanding retail accessibility and macro reallocation toward compliant crypto assets. The structural premium, while temporary, validates persistent demand rather than overvaluation — marking the strongest institutional phase for Ripple-linked ETFs to date.

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